Sentiment swing… or seesaw?

Bertrand Faure shares his insights into investor sentiment through the July rally.

Fed funds at 2.5%, inflation reaches 9.1%

Eric Vanraes picks apart the latest news from Central Banks as they work to tackle inflation.

An optimistic market hopes the worst is behind us

The Sturdza Family Fund team decipher the messages from central banks amid a positive earnings season.

On the other side of the economic cycle?

The team at Banque Eric Sturdza explore the macro conditions through the lenses of fixed income, equities and markets where the economic cycle is desynchronised.

Bertrand Faure ranked 1st in the European Equities category of the Citywire Selector Euro Stars 2022 Edition

Bertrand Faure has been listed in the Citywire Selector Euro Stars 2022 Edition – the Guide to Europe’s Top Fund Managers.

Margin pressures call for “quality”

The Sturdza Family Fund team describe the current macro conditions and their interpretations of what is to follow.

Positive shocks

Lilian Co describes the steady stream of events that have received encouraging market reactions.

Recession and fragmentation

Eric Vanraes shares his analysis of the fixed income markets and the challenges central banks face balancing inflation and growth.

First the price actions, then the fundamentals

Yutaka Uda discusses the Bank of Japan’s forecast on economic growth following a mixed Q2.

Rich pickings

Bertrand Faure discusses his strategy and the prosperous opportunities that lay ahead.

Varying focus of concern

Willem Vinke discusses the macro conditions that continue to influence global markets.

Stock deratings provide compelling opportunities

Ludovic Labal and Cyril Bertrand discuss the market volatility and the opportunities this has presented.